PAW
VBND icon

Plan A Wealth’s Vident US Bond Strategy ETF VBND Stock Holding History

Plan A Wealth’s Portfolio VBND Stock Details VBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,241
Closed -$364K – 190
2025
Q4 		$364K Sell
8,241
-4,030
-33% -$178K 0.18% 100
2025
Q3 		$543K Sell
12,271
-10,821
-47% -$474K 0.28% 62
2025
Q2 		$1.01M Sell
23,092
-19,193
-45% -$829K 0.57% 29
2025
Q1 		$1.85M Sell
42,285
-14,493
-26% -$628K 1.43% 18
2024
Q4 		$2.44M Buy
+56,778
New +$2.49M 2.23% 12

Other funds holding VBND

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
5W
5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Plan A Wealth's VBND Position: Q1 2026 in Review

Plan A Wealth sold out of Vident US Bond Strategy ETF (VBND) in Q1 2026, closing a stake of 8,241 shares — an estimated $364K sold.

Plan A Wealth first reported a position in VBND in Q4 2024 and held it in 5 quarters. The position peaked at $2.44M in Q4 2024. 20 funds tracked by Wall St. Rank hold VBND as of Q1 2026.

  • Plan A Wealth reported no remaining Vident US Bond Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Plan A Wealth sold 8,241 Vident US Bond Strategy ETF shares in Q1 2026, an estimated $364K.
  • Plan A Wealth first reported a position in Vident US Bond Strategy ETF in Q4 2024 and held it in 5 quarters.
  • Plan A Wealth's Vident US Bond Strategy ETF position peaked at $2.44M in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Vident US Bond Strategy ETF as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.